What's Your Risk Number?
How comfortable are you with the markets? Take this FREE Risk Assessment to find out!
Your Small Business Matters
Helping local small businesses reach their dreams is what we strive for.
Where Are You?
Growing up Kurt Morgan was the kid who had a lemonade stand, paper route and lawn-mowing business. He always knew that being self-employed was his path. Over the years he’s been able to exercise his entrepreneurial spirit in over half a dozen other businesses – as either a partner/owner, private investor, or business coach. He feels that there are few things as satisfying as coming alongside another business owner and seeing them succeed.
Through that lens TMG Wealth was born. Its goal is to help small business owners and entrepreneurs make better, smarter financial decisions. In doing so, they can be empowered to live life focused on what’s most important to them. When people are freed from the worry of money to live that kind of life, wonderful things can happen.
While it’s easy to look in the rearview mirror and point to stories of success and achievement, the thing that is most motivating is meeting others, hearing their stories, and creating opportunities for their success.
Working with other business owners like yourself we know the challenges and opportunities that through guidance can help lead to your success.
Are you a proud entrepreneur or business owner? Call us today to see how this "Values-Based Financial Planning" book can change your life and your business! (Bill Bachrach & Triad Advisors are not affiliated)
This ebook outlines how to approach investing confidently, no matter where you are on your financial journey. These principles can take you through the highs and lows of the market.